Providing perspective for today’s technology leaders

Rob Enderle

The Enderle Group provides an unparalleled look inside breaking technology events to identify the core reasons that buyers and builders of technology should care.

Rob’s IT Business Edge Blog

  • IBM Creates Servers Specifically Targeting AI Dec 8 When living and operating in a market largely dominated by a vendor that isn't you, the strategy you must deploy is one of focus. In the early days of Power, IBM tried to take on Intel head to head and that just wasn't working. You can understand why IBM thought it could do this; it was once the most powerful company in the world. But, like Microsoft, Intel's strength largely came from providing technology to firms like IBM, and IBM's decline in the late 1980s and early 1990s not only weakened it substantially, it collectively strengthened other firms. Much like AMD, which has always been weaker than Intel, IBM needed to pick its battles, and given that the company still pretty much owns the market for enterprise-class AI with Watson, and that this segment is slated to become the most lucrative in the industry for servers over the next decade, it chose wisely to make this one of its critical areas of focus.
  • Qualcomm and the Birth of the Always Connected PC Dec 6 This week I'm on Maui at Qualcomm's launch of the always connected PC. This is a major event because this is Qualcomm's answer to Intel's failed attempt to do a smartphone in that the company is challenging, with this announcement, Intel's dominance on PCs. If this was processor to processor, the outcome would be certain, and it wouldn't favor Qualcomm. But it isn't. This is Qualcomm going after Intel using its modem. Qualcomm is attempting to change the dynamic, making this about connectivity, not about the CPU performance, which has generally defined this segment since its inception.
  • Should You Avoid Social Media to Protect Your Future Career? Nov 30 One of the things that makes how an analyst is supposed to approach a problem different is that we are expected to anticipate the future. When we make a recommendation, it must consider the way the world will be when the recommendation is implemented and anticipate, as much as possible, unintended consequences, future risk and collateral damage. For a lot of us, this means thinking a lot about the world as it will exist in five, 10, 15, or even 25 years.

More IT Business Edge blog posts »

Rob’s Articles

  • The critical path to success for the Always Connected PC Computerworld | Dec 8 The Always Connected PC is a huge joint initiative by both Qualcomm and Microsoft, but often efforts like this are defined by what they don't do well as opposed to what they do well.
  • Qualcomm On AI—Making Our Devices Intelligent techspective | Dec 8 I'm still at the Qualcomm press and analyst event this week. Let me tell you, doing this in Hawaii has been great, I wish everyone did their events here. One of the more interesting keynotes came on the last day and it focused on AI (artificial intelligence) everyplace. This is a future that is coming surprisingly fast and most of us don't have any concept of what is coming. Granted, I have a slight concern about eventually having a device that is smarter than I am—and, given our security concerns, there are risks—but, generally, having a device that better anticipates, helps, and guides you should not only be extremely compelling, but it could improve or even save our lives.
  • AMD Makes Epyc Move on Microsoft Azure Datamation | Dec 6 The processor manufacturer now has a beachhead in the lucrative cloud computing infrastructure market.
  • Intel vs. AMD +Qualcomm And Always Connected Laptops—Intel May Be Screwed TG Daily | Dec 6 I'm in Hawaii this week at the Qualcomm Snapdragon Tech Summit 2017. This has been a fascinating event so far highlighted by having both AMD and Microsoft on stage in support of Qualcomm's new Connected PC initiative. Even Samsung was on stage referring to Qualcomm as the "most innovative company in the world". The CEO of Xiaomi who referred to Qualcomm as their most important partner critical to their selling 238M smartphone sales success. (Bringing out a stunning white ceramic phone that I have lust in my heart for). It struck me, after he was done, that a ceramic white always connected laptop would have been stunning (that's where I thought he was going, but, sadly, he never got there).

More articles »

Rob Enderle on…

HPE and Meg Whitman stepping down

"Year over year, HPE has been looking pretty bad, but the last two quarters have shown enough improvement to suggest that the light at the end of this tunnel isn't a train. It also suggests that HPE is out of the woods and on a path to improvement going forward."

Meg Whitman to step down as CEO of HPE San Jose Mercury News

Big data services provider Splunk

[Enderle was impressed, though he cautioned that it remains to be seen if Splunk can keep it up.] "These kind of impressive earnings identify Splunk as a major new power player in a lucrative fast-growing segment. Now we need to see if this was a fluke or if it's sustainable."

Big data indeed: Splunk shares leap 14% as earnings beat estimates Silicon Angle

Transportation advances

"The issue with advanced programs like this is government approval, right of ways and risk. … There is a huge headwind here for advanced technology at scale which is why much of the innovation is going on in places like China and Dubai. But some states like Colorado are trying to be much more progressive."

Denver to Boulder in eight minutes? Colorado will get first test track for a Hyperloop-inspired transportation system The Denver Post

IBM and its efforts in quantum computing

[IBM is] "laying a potential foundation to have the kind of industry presence in quantum computing they once held in computing."

IBM Adds 2 New Processors to Quantum Computing Ecosystem E-Commerce Times

The Sprint/T-Mobile merger talks ending

[It would have only made sense if larger and most successful T-Mobile ran the combined company.] "That wasn't acceptable to the Sprint side and given the likely failure of joint leadership, T-Mobile was right to walk away. This is one of those rare times when doing the right thing overcame short-term greed."

Sprint Ends Merger Talks With T-Mobile Over Control Issues eWeek

Broadcom's offer to acquire Qualcomm

"There will be a ton of hurdles…It will likely come down to two things: Whether Qualcomm executive management buys into this, and which group the U.S. administration is closest to."

Semiconductor shakeup: San Jose's Broadcom makes biggest offer in tech history; rivals AMD, Intel team up against Nvidia San Jose Mercury News

Advising Services

The Enderle Group delivers customized advisory services to businesses based on their unique needs. Those services include:

  • Business operations review, assessment and guidance
  • Market and competitive evaluation and recommendations
  • Customer and vendor insight and market strategy
  • Marketing and product introduction counseling
  • New hardware and software testing and review

Profiles

Rob Enderle

An Internet search of media quotes validates Rob Enderle as one of the most influential technology pundits in the world. Leveraging world-class IT industry analysis skills honed at DataQuest, Giga Information Group, and Forrester Research, Rob seized upon the power of the information channel as a conduit to reach business strategists and deliver valuable, experienced-based insight on how to leverage industry advances for maximum business advantage.

As President and Principal Analyst of the Enderle Group, he provides regional and global companies with guidance in how to create credible dialogue with the market, target customer needs, create new business opportunities, anticipate technology changes, select vendors and products, and practice zero dollar marketing. For over 20 years Rob has worked for and with companies like Microsoft, HP, IBM, Dell, Toshiba, Gateway, Sony, USAA, Texas Instruments, AMD, Intel, Credit Suisse First Boston, ROLM, and Siemens.

Mary Enderle

Mary EnderleAs Enderle Group’s Branding and Web Design Consultant, Mary brings a depth of knowledge regarding brand-driven design, creation of brand management tools, creative direction and agency management. Mary was the worldwide corporate brand identity manager at Intel® Corporation, one of the top ten brands in the world. Under Mary’s leadership, her team was responsible for ensuring that all communications were consistent and reflected Intel’s values, to make sure that Intel would continue to rank among the top ten recognized brands worldwide. Mary also spent nine years managing the look and feel for Intel.com, consulting across many divisions on both creative and site usability.

After leaving Intel, Mary consulted with top tier companies on branding and web design including Dolby Laboratories, Gateway Computers, Advanced Micro Devices, Intel and Kodak Gallery.

Mary was the Brand Director and Affiliate Manager for CafeGive® for 1½ years, a startup that is focused on building a thriving community of nonprofit organizations and their advocates consumers and merchants dedicated to grassroots fundraising through ecommerce. CafeGive has evolved their focus to help nonprofits create social media campaigns for their causes. CafeGive Social is the easy to use platform that helps organizations and teams of all sizes create successful cause marketing campaigns.

 

Contact the Enderle Group

Advisory Services

Rob Enderle
Principal Analyst
renderle@enderlegroup.com
63081 Casey Place
Bend, OR 97703-9008
(408) 272 8560 Office
(408) 832 6326 Cell
(541) 382-3973 Hard Line
(408) 904 5274 Fax

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Jessica Mularczyk
Public Relations Manager
mularczykpr@verizon.net
94 Allen Road
North Easton, MA 02356
(508) 498-9300 Office
(508) 230-5565 Fax

Sales

Fred H. Abbott
Business Manager
fhabbott@valleyviewventures.com
97 Mildred Circle
Concord, MA 01742
(978) 254-1639 Office
(888) 835 1861 Fax

Brand & Web Design Consultation

Mary Enderle
Brand Identity/Web Design Consultant
menderle@enderlegroup.com
63081 Casey Place
Bend, OR 97703-9008
(408) 272 8554 Office
(408) 839 6296 Cell

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